effective group learning
Events & Group Offerings
Below you can view our series of educational events and webinars for Advisors and staff as well as upcoming events.
Our Jambalaya advisor conferences are focused on helping successful financial advisors become better business owners by sharing industry changes, technology updates, soft skills and resources to help you run your business
Audience: Practice Owners & Advisors
2024 Annual Jambalaya Group Conference
Date: TBD
Our Associate Advisor conference is designed to train and coach future leaders of a practice in the areas of leadership, business ownership, industry skills, and soft skills, that will affect their futures
The goal of this conference is to prepare non-owner advisors to be well equipped for the challenges of leading a team and business ownership.
Audience: Future owners of financial advising practices
2024 Jambalaya Group AFA Conference
Date: TBD
Our Operations Leader conferences are focused on helping operational leaders develop and refine their skillsets in leadership and operational efficiencies
Our Operations Leader conferences are focused on helping operational leaders develop and refine their skillsets in leadership and operational efficiencies.
2024 Jambalaya Group Operations Leader Conference
Date: September 8 - September 11, 2024
Location: The Hermitage Hotel - 231 6th Avenue N, Nashville, TN 37219
This year the Jambalaya Group will be hosting our annual Operations Leader Conference at The Hermitage Hotel in Nashville, TN. The conference is an opportunity for you to connect in-person with your peers to share best practices and experiences, listen to industry updates, connect with our Jambalaya team members and wholesale partners in person, network, and experience other engaging content.
"The Hermitage Hotel is an adage that has echoed throughout Nashville for more than a century. As the city’s original million-dollar hotel, these illustrious halls have served as backdrop for more than 110 years of Nashville’s iconic moments, historic imprints, and cherished memories, serving as a gathering place for travelers and locals alike." - The Hermitage Hotel
The Client Seminar Series is a turn-key webinar series for practices to invite their clients
*For Ameriprise Financial Practices Only
Jambalaya Group offers our monthly Seminar Series WebEx events for you and your clients as a value-add. We work closely with wholesalers to hand-pick timely topics and we do virtually all of the legwork involved in planning and preparing for these events. All you have to do is add the event into to your advisor/team website and communicate the event details to your clients. Even if you don’t have clients attend, this is a great opportunity for a number of reasons:
- Clients see the educational experience as an added value and it helps build your relationship
- By adding the events to your advisor and/or team website, you’ll increase your website completion score and your site will be higher on the list of searches due to updated content
These monthly webinars are available to help staff develop their skills around technology and process improvement in your practice
Each interactive session provides an opportunity to be made aware of timely issues, as well as provide a platform to share best practices.
Audience: All staff members of a practice
Each interactive session offers content from around the industry, along with guidance on how to implement ideas and opportunities for discussion
Each quarter, the Investment Think Tank webinar brings market insights, investment resources and new ideas to Advisors and their teams, helping them to offer world-class Asset Management services to their clients.
In this small business executive leadership program, you will collaborate with peers to learn the critical frameworks, tools and skills to solve your business challenges and develop in your role
This small cohort group is focused on business ownership skills
During this 6 month coaching program, you will be connected with like-minded peers in a cohort model to build your leadership skills.
Our Operations Leader conferences are focused on helping operational leaders develop and refine their skillsets in leadership and operational efficiencies.
Our Operations Leader conferences are focused on helping operational leaders develop and refine their skillsets in leadership and operational efficiencies.
This is a 6-month coaching program focused on leadership skills
During this 6 month coaching program, you will be connected with like-minded peers in a cohort model to build your leadership skills.
Learn more about our Emerging Leader Institute
This small cohort group is focused on helping advisors successfully service clients and deepen relationships
Six-month program with bi-weekly webinars. Small cohort groups of 6-12 advisors, focused on helping advisors develop the right mindsets and core skills needed to successfully service clients and deepen relationships.
The goal of this structure is to introduce key concepts, synthesize information and practice skills with live feedback from Trainers and peers, and engage in guided practice and follow-up work.
Learn more about our Advisor Learning Institute
This group is focused on helping Paraplanners and AFA’s develop the right mindsets and core skills
This group is focused on helping Paraplanners and AFA’s develop the right mindsets and core skills needed to successfully create, present, and provide rationale for appropriate Financial Planning recommendations for clients.
Learn more about our Jambalaya Learning Institute
Focused on helping Paraplanners and AFAs improve their understanding of the NaviPlan tool
Our Jambalaya Learning Institute is an effective model to train your team on the essential tools in your practice
Event Photo Galleries
2023 Annual AFA Conference - Wayzata, MN
2023 Annual Advisor Conference - Charleston, SC
